The Mordeau Mortgage Podcast
The Mordeau Mortgage Podcast
Podcast Description
Mortgage Loan Officers and entrepreneurs, Matt Morrell and Jason Thibodeau, share industry insights and chat with other dedicated professionals. Our goal is to provide meaningful education and value to the consumer and Real Estate professional alike.JMJ Financial Group, NMLS ID# 167867
Podcast Insights
Content Themes
The podcast focuses on a variety of real estate and mortgage-related topics, including navigating insurance concerns in California following wildfires, understanding interest rates and equity for successful home buying, and building client relationships. Specific episodes explore strategies for real estate investment, such as the BRRRR method, and delve into the emotional challenges faced by clients during home transactions.
Mortgage Loan Officers and entrepreneurs, Matt Morrell and Jason Thibodeau, share industry insights and chat with other dedicated professionals. Our goal is to provide meaningful education and value to the consumer and Real Estate professional alike.
JMJ Financial Group, NMLS ID# 167867
Real estate isn't just about buying and selling properties.
It's about making smart decisions that help you build wealth over time.
A 1031 Exchange is one of the most powerful tools available to real estate investors, allowing you to defer capital gains taxes while reinvesting into new investment properties. When used strategically, it can help you preserve equity, grow your portfolio, and create a stronger long-term financial plan.
In this episode of The Mortgage Lounge, Mike Grambow is joined by Monique Wilson and Michael Spring of Exchange Resources to explain how 1031 Exchanges work, who qualifies, the critical deadlines every investor should know, and the common mistakes that can put an exchange at risk. They also discuss reverse exchanges, Delaware Statutory Trusts (DSTs), estate planning strategies, and why having the right team of professionals can make all the difference.
Whether you're preparing to sell your first investment property or looking to expand your real estate portfolio, this conversation will give you a better understanding of how a 1031 Exchange can become part of your long-term wealth-building strategy.
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🔑 Key Takeaways
What a 1031 Exchange is and how it works
Which investment properties qualify
The 45-day identification and 180-day exchange deadlines
Common mistakes that can jeopardize an exchange
Reverse Exchanges and Build-to-Suit Exchanges explained
Estate planning benefits, including step-up in basis
Delaware Statutory Trusts (DSTs) as an investment option
Why working with the right lender, CPA, escrow officer, and qualified intermediary matters
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#1031Exchange#RealEstateInvesting#InvestmentProperty#CapitalGainsTax#WealthBuilding
Other related keywords
1031 exchange, how to use a 1031 exchange, what is a 1031 exchange, 1031 exchange explained, 1031 exchange rules, reverse 1031 exchange, Delaware Statutory Trust, DST investing, qualified intermediary, capital gains tax, investment property, real estate investing, wealth building, estate planning, step up in basis, Exchange Resources, Monique Wilson Kaiser, Michael Spring, Mike Rambo, The Mortgage Lounge, JMJ Financial, real estate education, passive real estate investing, investment property taxes, 1031 exchange for beginners
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